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Marvell QOct25

- Revenue up 3% q/q and 37% y/y to $2.075B (above mid point) at 51.6% GM; QJan26 to be up 6% q/q and 21% y/y

- F27 revenue to be $10B with DC growing >25% (custom at least 20%) and comms ...............

Marvell may have the most interesting 3rd quarter report of the season on Tuesday (12/2). A global memory chip shortage has sent prices rocketing, and Marvell is king of memory/storage controller chip.....................

$NVIDIA(NVDA.US) +4.5% post market after reporting 3Q results that exceeded expectations, and posting 4Q rev guidance that also beat expectations. NVDA’s beat and raise will help offset concerns that............

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